Best Investors Account Sign in
Inactive

Edward Virgil Welch

Captrust

Montgomery, AL

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-03
AL RA APPROVED 2020-03-02
  • TX RA
    APPROVED_RES
    Since 2020-03-03
  • AL RA
    APPROVED
    Since 2020-03-02

Branch Locations

One Commerce Street Suite 800, Montgomery, AL 36104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Welch Hornsby And Welch Inc Montgomery AL 01/1988 02/2020
First Capital Solutions, Llc Montgomery AL 01/1996 02/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 02/2020 Present
  • 01/1988 → 02/2020
    Welch Hornsby And Welch Inc
    Montgomery, AL
  • 01/1996 → 02/2020
    First Capital Solutions, Llc
    Montgomery, AL
  • 02/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 1991-08-02 → 2020-05-22
    Welch Hornsby, Inc.
    Montgomery, AL
    Montgomery, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-09-26
  • S63 Uniform Securities Agent State Law Examination
    1984-09-26
Other Names
  • Edward Virgil Welch
  • (Jr) Eddie Welch
  • (Jr) Edward Virgil Welch
  • Edward Virgil Welch
  • Edward Virgil, Jr. Welch

View on SEC IAPD

Other Firms

RWC WEALTH MANAGEMENT, INC.
LPL ENTERPRISE, LLC
MARBLE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
SYNOVUS SECURITIES, INC.
SUMMIT FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

RICHARD K.E. AKINYEMI
RICHARD DALE STEWART
MATTHEW BLAKE MURPHY
Dustin Grant Hatfield
Emily Lauren Farrior
REBECCA HARDWICH BAKER
ADAM MILLER ROGERS
JEFFREY WRIGHT

Other Offices

RWC WEALTH MANAGEMENT, INC. · MONTGOMERY, AL
LPL ENTERPRISE, LLC · MONTGOMERY, AL
MARBLE WEALTH, LLC · MONTGOMERY, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Montgomery, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL
SYNOVUS SECURITIES, INC. · MONTGOMERY, AL
SUMMIT FINANCIAL, LLC · MONTGOMERY, AL
EAGLE STRATEGIES LLC · MONTGOMERY, AL

More in Montgomery, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor